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State Street DoubleLine Total Return Tactical ETF

362 hedge funds and large institutions have $2.4B invested in State Street DoubleLine Total Return Tactical ETF in 2020 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 142 increasing their positions, 115 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 19

23% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 115

15% more funds holding

Funds holding: 316362 (+46)

9% more funds holding in top 10

Funds holding in top 10: 3437 (+3)

6% more capital invested

Capital invested by funds: $2.27B → $2.4B (+$133M)

2.79% more ownership

Funds ownership: 70.61%73.4% (+2.8%)

Holders
362
Holders Change
+46
Holders Change %
+14.56%
% of All Funds
6.41%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.65%
New
69
Increased
142
Reduced
115
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
226
Curated Wealth Partners
California
$527K +$528K +10,700 New
VR
227
Viridian RIA
Washington
$521K -$84.2K -1,708 -14%
SPA
228
Sentinel Pension Advisors
Massachusetts
$512K -$77.6K -1,573 -13%
KWA
229
KCS Wealth Advisory
California
$503K +$1.18K +24 +0.2%
Lido Advisors
230
Lido Advisors
California
$493K -$2.22K -45 -0.4%
CFG
231
Citizens Financial Group
Rhode Island
$472K +$1.97K +40 +0.4%
EFS
232
Essex Financial Services
Connecticut
$462K +$19.9K +403 +4%
CAN
233
Cetera Advisor Networks
California
$458K -$64.1K -1,300 -12%
PA
234
Procyon Advisors
Connecticut
$456K -$370K -7,496 -45%
DWMG
235
DB Wealth Management Group
California
$454K +$454K +9,206 New
FA
236
Faithward Advisors
Pennsylvania
$443K -$122K -2,467 -22%
LWPC
237
Legacy Wealth Partners (California)
California
$439K -$336K -6,822 -43%
IWC
238
Integrated Wealth Concepts
Massachusetts
$436K -$69.4K -1,408 -14%
Mercer Global Advisors
239
Mercer Global Advisors
Colorado
$431K -$179K -3,625 -29%
KWM
240
Kingsview Wealth Management
Oregon
$426K +$92.2K +1,870 +28%
VCM
241
Virtue Capital Management
Tennessee
$426K +$427K +8,654 New
EH
242
Equitable Holdings
New York
$420K -$21.5K -435 -5%
ECM
243
Evergreen Capital Management
Washington
$412K -$73.2K -1,485 -15%
FFA
244
Fragasso Financial Advisors
Pennsylvania
$405K +$54.6K +1,106 +16%
MWA
245
Moser Wealth Advisors
Washington
$400K
KCPG
246
Kavar Capital Partners Group
Kansas
$394K
DIM
247
Delta Investment Management
California
$387K +$388K +7,863 New
CI
248
CX Institutional
Indiana
$377K -$90.6K -1,837 -19%
MW
249
Marcum Wealth
Ohio
$376K -$1.17M -23,801 -76%
SPL
250
Smart Portfolios LLC
Washington
$374K -$17.8K -361 -5%

TOTL Hedge Fund Activity: Q4 2020 in Review

362 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q4 2020, worth a combined $2.4B — up 5.9% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new TOTL positions and 19 closed out — a net gain of 50 holders — while 142 added to existing stakes and 115 trimmed.

The largest buyer was Qube Research & Technologies (QRT), adding an estimated $19.2M. The largest seller was Osaic Holdings, cutting an estimated $20.4M.

  • 362 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q4 2020, up from 316 in Q3 2020.
  • Funds reported $2.4B of State Street DoubleLine Total Return Tactical ETF stock for Q4 2020, up 5.9% quarter-over-quarter.
  • 69 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q4 2020 and 19 closed out, a net change of +50 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q4 2020 was Qube Research & Technologies (QRT), an estimated $19.2M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q4 2020 was Osaic Holdings, an estimated $20.4M sold.

Based on aggregated 13F filings for Q4 2020.